Savvy Trades and Investments

[wadegarret]

Cliff- CAI, be careful IMO

I mean I played TRTN with PEs of 6 & 7 when they kept beating estimates and raising guidance. I overall lost. PEs have gone down to the mid single digits on CAI and TRTN. Lower for CAI, but still I don't like either one, as I think the cycle is still slowing(reminds be of MU in a different sector). Also with worldwide growth slowing, that is definitely going to be a weak sector IMO.